Morgan Stanley
MS- Exchange
- NYSE
- Industry
- Security Brokers, Dealers & Flotation Companies
- SEC CIK
- 0000895421
In the last 90 days, Morgan Stanley insiders filed 0 open-market purchases and 3 sales; 2,746 institutions reported holding it in 13F filings for Q2 2026, worth $281.7B in total; superinvestors Viking Global Investors and Soros Fund Management hold it.
Other share classesMS.PAMS.PEMS.PFMS.PIMS.PKMS.PLMS.POMS.PPMS.PQ
13F holders, Q1 2024
Institutional positions in Morgan Stanley as of Mar 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,799
- +67 vs. Q4 2023
- Shares held
- 1.36B
- −16.6M (−1.2%) vs. Q4 2023
- Total value
- $127.8B
- −$415.5M (−0.3%) vs. Q4 2023
- New holders
- 175
- 703 more added
- Sold out
- 108
- 682 more reduced
29 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,746 | $281.7B |
| Q1 2026 | 2,514 | $218.0B |
| Q4 2025 | 2,533 | $239.4B |
| Q3 2025 | 2,266 | $211.9B |
| Q2 2025 | 2,209 | $190.6B |
| Q1 2025 | 2,104 | $159.1B |
| Q4 2024 | 2,118 | $170.9B |
| Q3 2024 | 1,875 | $141.1B |
| Q2 2024 | 1,829 | $131.2B |
| Q1 2024 | 1,799 | $127.8B |
| Q4 2023 | 1,761 | $128.3B |
| Q3 2023 | 1,671 | $112.7B |
| Q2 2023 | 1,689 | $118.7B |
| Q1 2023 | 1,674 | $124.1B |
| Q4 2022 | 1,682 | $120.2B |
| Q3 2022 | 1,586 | $112.7B |
| Q2 2022 | 1,607 | $109.6B |
| Q1 2022 | 1,673 | $129.1B |
| Q4 2021 | 1,716 | $146.9B |
| Q3 2021 | 1,592 | $148.8B |
| Q2 2021 | 1,550 | $143.7B |
| Q1 2021 | 1,516 | $123.7B |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding Morgan Stanley; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Asset Advisory Services LLC | 21,205 | $1.96M | 0.11% | +3,447+19.4% | Added |
| Ameliora Wealth Management Ltd. | 20,870 | $1.97M | 0.89% | −30−0.1% | Reduced |
| Freedom Day Solutions, LLC | 20,919 | $1.97M | 0.70% | −508−2.4% | Reduced |
| Prudent Man Advisors, LLC | 21,003 | $1.98M | 0.74% | −1,098−5.0% | Reduced |
| Brevan Howard Capital Management LP | 21,174 | $1.99M | 0.18% | +18,933+844.8% | Added |
| NorthRock Partners, LLC | 21,208 | $2.00M | 0.08% | +2,179+11.5% | Added |
| Alaethes Wealth LLC | 21,234 | $2.00M | 0.87% | −282−1.3% | Reduced |
| Leavell Investment Management, Inc. | 21,276 | $2.00M | 0.12% | −1,136−5.1% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 21,299 | $2.01M | 0.08% | −412−1.9% | Reduced |
| Burney Co | 21,571 | $2.03M | 0.08% | −794−3.6% | Reduced |
| Paralel Advisors LLC | 21,773 | $2.05M | 0.09% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 21,800 | $2.05M | 0.08% | 00.0% | Unchanged |
| Granite Group Advisors, LLC | 21,811 | $2.05M | 1.38% | −151−0.7% | Reduced |
| Atlas Private Wealth Management | 21,824 | $2.05M | 0.86% | +1,913+9.6% | Added |
| DoubleLine ETF Adviser LP | 21,868 | $2.06M | 0.52% | +727+3.4% | Added |
| Capital Markets Trading UK LLP | 21,992 | $2.07M | 1.50% | +21,992 | New |
| PFG Investments, LLC | 22,127 | $2.08M | 0.13% | +5,065+29.7% | Added |
| Regions Financial Corp | 22,235 | $2.09M | 0.02% | −781−3.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 22,446 | $2.11M | 0.09% | +3,850+20.7% | Added |
| Caldwell Trust Co | 22,469 | $2.12M | 0.25% | −124−0.5% | Reduced |
| Wedbush Securities Inc | 22,777 | $2.15M | 0.08% | +5,480+31.7% | Added |
| Alpha DNA Investment Management LLC | 22,820 | $2.15M | 1.18% | +10,899+91.4% | Added |
| Sowell Financial Services LLC | 22,932 | $2.16M | 0.10% | +324+1.4% | Added |
| Wright Investors Service Inc | 22,958 | $2.16M | 0.55% | +610+2.7% | Added |
| Altrafin AG | 23,023 | $2.17M | 0.79% | −158−0.7% | Reduced |
| Venture Visionary Partners LLC | 23,086 | $2.17M | 0.10% | −3,676−13.7% | Reduced |
| CoreCap Advisors, LLC | 23,095 | $2.17M | 0.12% | +272+1.2% | Added |
| Cacti Asset Management LLC | 22,000 | $2.18M | 0.18% | 00.0% | Unchanged |
| Signaturefd, LLC | 23,134 | $2.18M | 0.05% | +1,386+6.4% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 23,212 | $2.19M | 0.06% | −2,296−9.0% | Reduced |
| Cramer Rosenthal McGlynn LLC | 23,243 | $2.19M | 0.12% | −184−0.8% | Reduced |
| Caxton Associates LP | 23,250 | $2.19M | 0.15% | +23,250 | New |
| TCTC Holdings, LLC | 23,372 | $2.20M | 0.07% | −175−0.7% | Reduced |
| Wolff Wiese Magana LLC | 23,402 | $2.20M | 1.90% | −218−0.9% | Reduced |
| Park Avenue Securities LLC | 23,424 | $2.21M | 0.03% | −2,479−9.6% | Reduced |
| Simplicity Wealth,LLC | 23,473 | $2.21M | 0.05% | +23,473 | New |
| Paloma Partners Management Co | 23,491 | $2.21M | 0.32% | +23,491 | New |
| Griffin Asset Management, Inc. | 23,514 | $2.21M | 0.26% | +300+1.3% | Added |
| Arcus Capital Partners, LLC | 23,538 | $2.22M | 0.70% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 23,570 | $2.22M | 0.16% | +23,570 | New |
| Bleakley Financial Group, LLC | 23,575 | $2.22M | 0.06% | +473+2.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 24,130 | $2.22M | 0.02% | +133+0.6% | Added |
| Concentric Capital Strategies, LP | 23,703 | $2.23M | 0.14% | +23,703 | New |
| Glass Wealth Management Co LLC | 23,830 | $2.24M | 1.37% | +23,830 | New |
| Coastline Trust Co | 24,183 | $2.28M | 0.28% | −2,565−9.6% | Reduced |
| Walleye Capital LLC | 24,189 | $2.28M | 0.02% | +24,189 | New |
| Stolper Co | 24,578 | $2.31M | 0.83% | +2,255+10.1% | Added |
| Fulton Bank, N.A. | 24,705 | $2.33M | 0.10% | +1,514+6.5% | Added |
| Community Bank, N.A. | 24,709 | $2.33M | 0.31% | −195−0.8% | Reduced |
| National Asset Management, Inc. | 28,653 | $2.34M | 0.06% | −4,564−13.7% | Reduced |
| Northeast Investment Management | 24,874 | $2.34M | 0.12% | −355−1.4% | Reduced |
| Texas Yale Capital Corp. | 24,880 | $2.34M | 0.10% | −20−0.1% | Reduced |
| BOK Financial Private Wealth, Inc. | 24,987 | $2.35M | 0.18% | −1,861−6.9% | Reduced |
| New Age Alpha Advisors, LLC | 25,000 | $2.35M | 1.42% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 25,000 | $2.35M | 0.17% | 00.0% | Unchanged |
| LMCG Investments, LLC | 25,080 | $2.36M | 0.14% | −900−3.5% | Reduced |
| Clear Rock Advisors, LLC | 25,220 | $2.37M | 1.03% | +345+1.4% | Added |
| HCR Wealth Advisors | 25,370 | $2.39M | 0.36% | −163−0.6% | Reduced |
| Transcend Wealth Collective, LLC | 25,371 | $2.39M | 0.19% | −445−1.7% | Reduced |
| Baldwin Investment Management, LLC | 25,377 | $2.39M | 0.32% | +3,930+18.3% | Added |
| International Assets Investment Management, LLC | 908,398 | $2.40M | 0.25% | +908,398 | New |
| Gotham Asset Management, LLC | 25,527 | $2.40M | 0.04% | +232+0.9% | Added |
| Hunter Associates Investment Management LLC | 25,528 | $2.40M | 0.40% | −156−0.6% | Reduced |
| Gries Financial LLC | 25,598 | $2.41M | 0.40% | +1,154+4.7% | Added |
| HTLF Bank | 25,644 | $2.41M | 0.28% | +39+0.2% | Added |
| Loomis Sayles & Co L P | 25,787 | $2.43M | 0.00% | +212+0.8% | Added |
| Bouvel Investment Partners, LLC | 25,873 | $2.44M | 1.05% | +475+1.9% | Added |
| Capstone Investment Advisors, LLC | 25,911 | $2.44M | 0.05% | +10,094+63.8% | Added |
| Americana Partners, LLC | 26,035 | $2.45M | 0.20% | +13,755+112.0% | Added |
| Stratos Wealth Partners, LTD. | 26,082 | $2.46M | 0.04% | −4,400−14.4% | Reduced |
| New England Research & Management, Inc. | 26,205 | $2.47M | 1.21% | +5,663+27.6% | Added |
| Next Level Private LLC | 26,303 | $2.48M | 1.14% | +55+0.2% | Added |
| Ashton Thomas Private Wealth, LLC | 26,328 | $2.48M | 0.14% | +669+2.6% | Added |
| Aspen Grove Capital, LLC | 26,351 | $2.48M | 0.70% | +921+3.6% | Added |
| Asio Capital, LLC | 26,429 | $2.49M | 0.53% | −87−0.3% | Reduced |
| Moody National Bank Trust Division | 26,460 | $2.49M | 0.20% | −467−1.7% | Reduced |
| Fidelis Capital Partners, LLC | 26,571 | $2.50M | 0.38% | +4,971+23.0% | Added |
| Community Bank of Raymore | 26,940 | $2.54M | 1.19% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 27,123 | $2.55M | 0.33% | +6,945+34.4% | Added |
| Lipe & Dalton | 27,218 | $2.56M | 1.32% | +30.0% | Added |
| Culbertson A N & Co Inc | 27,290 | $2.57M | 0.44% | −400−1.4% | Reduced |
| Summit Financial, LLC | 27,639 | $2.60M | 0.15% | −269−1.0% | Reduced |
| KCM Investment Advisors LLC | 27,656 | $2.60M | 0.10% | −1,299−4.5% | Reduced |
| SevenBridge Financial Group, LLC | 27,837 | $2.61M | 0.59% | +1,857+7.1% | Added |
| Skopos Labs, Inc. | 28,002 | $2.62M | 1.13% | +96+0.3% | Added |
| Arrow Financial Corp | 27,859 | $2.62M | 0.26% | +2,474+9.7% | Added |
| Capital International Ltd | 27,886 | $2.63M | 0.13% | −22,781−45.0% | Reduced |
| Meyer Handelman Co | 28,242 | $2.66M | 0.09% | −29,564−51.1% | Reduced |
| Bayesian Capital Management, LP | 28,249 | $2.66M | 0.25% | +28,249 | New |
| XTX Topco Ltd | 28,255 | $2.66M | 0.36% | +28,255 | New |
| Epoch Investment Partners, Inc. | 28,353 | $2.67M | 0.01% | −735−2.5% | Reduced |
| Brasada Capital Management, LP | 28,419 | $2.68M | 0.48% | +333+1.2% | Added |
| University of Texas/Texas Am Investment Managment Co | 28,732 | $2.68M | 0.32% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 28,500 | $2.68M | 0.03% | −10,725−27.3% | Reduced |
| Equitable Holdings, Inc. | 28,736 | $2.71M | 0.03% | −2,527−8.1% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 29,040 | $2.73M | 0.02% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 29,450 | $2.77M | 0.09% | +2,234+8.2% | Added |
| Axxcess Wealth Management, LLC | 29,586 | $2.79M | 0.08% | −158−0.5% | Reduced |
| Stephens Inc | 29,945 | $2.82M | 0.04% | −64,806−68.4% | Reduced |
| Gifford Fong Associates | 30,000 | $2.83M | 0.78% | 00.0% | Unchanged |